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Legacy Wealth Management (Idaho)’s UnitedHealth UNH Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Sell
544
-147
-21% -$54.5K 0.09% 171
2026
Q1 		$187K Sell
691
-63
-8% -$18.8K 0.09% 124
2025
Q4 		$249K Buy
754
+33
+5% +$11.2K 0.12% 91
2025
Q3 		$249K Buy
721
+213
+42% +$64.4K 0.11% 87
2025
Q2 		$159K Buy
508
+424
+505% +$162K 0.08% 82
2025
Q1 		$44K Hold
84
– – 0.03% 153
2024
Q4 		$44.3K Sell
84
-10
-11% -$5.68K 0.03% 130
2024
Q3 		$57K Buy
+94
New +$53.2K 0.03% 112

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s UNH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its UnitedHealth (UNH) stake by 21% in Q2 2026, selling an estimated $54.5K and leaving 544 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #171.

Legacy Wealth Management (Idaho) first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $249K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 544 shares of UnitedHealth worth $226K as of Q2 2026.
  • Legacy Wealth Management (Idaho) sold 147 UnitedHealth shares in Q2 2026, an estimated $54.5K.
  • UnitedHealth made up 0.09% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #171 holding.
  • Legacy Wealth Management (Idaho) first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • Legacy Wealth Management (Idaho)'s UnitedHealth position peaked at $249K in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.